DFX Intelligence

RIA Intelligence

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Firm absorbed

6 advisors left S••••••• W••••• M••••••••• for F•••• P••••••• W•••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Brian Lowell ShortIndianapolis, InJun 30, 2025Jun 4, 2025
Cole Alexander MccarterIndianapolis, InJun 30, 2025Jun 4, 2025
Daniel D MeiklejohnIndianapolis, InJun 30, 2025Jun 4, 2025
Robert Cletus PhillipsIndianapolis, InJun 30, 2025Jun 5, 2025
Tia Maria LeeIndianapolis, InJun 30, 2025Jun 4, 2025
Zachary John QuanteIndianapolis, InJun 30, 2025Jun 4, 2025
The rule
Registrations ended
Jun 30, 2025
Registered next
Jun 4, 2025 to Jun 5, 2025
Branch state
IN
Cities
1, most in Indianapolis, In
Registered there that day
6 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of S••••••• W••••• M•••••••••Other teams into F•••• P••••••• W•••••• L••